Episode Details

In this episode of Ready for Retirement, James discusses how Roth Conversions impact inheritance, specifically legacy planning.

Questions Answered: 

• How can Roth Conversions be best implemented for legacy planning?
• What are the important strategies to be aware of when implementing Roth Conversions?
• How can Roth Conversions impact planning for inheritance?

We’re on YouTube! 

Check us out here for more content to help you create a secure retirement: YouTube - Root Financial Partners

LET'S CONNECT!

• Facebook
• LinkedIn
• Website

ENJOY THE SHOW?

Don't miss an episode, subscribe via Apple Podcasts, Stitcher, Spotify, or Google Play

Have a question you want answered on a future episode? Submit it here

Create Your Custom Strategy ⬇️

Get Started Here.

Join the new Root Collective HERE!